Broker Check

(317) 723-3446

Business Services

We offer business services focused on strategic protection and investment advice for owners, executives, and key employees. We have the experience to help you navigate this complicated landscape.

Employer/Owner Services:

  • Buy/Sell Planning
  • Retirement Planning
  • Key Employee Coverage
  • Business Continuation
  • Extended Care Planning
  • Executive Compensation
  • Income Protection
  • Fringe Benefits
  • Tax Efficiencies
  • Golden Handcuffs

Employee Benefits:

  • Extended Care Planning
  • Salary Continuation
  • Fringe Benefits
  • Income Protection
  • Survivor Benefits


Request a Current Coverage Analysis

Thank you! Oops!
Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
Learn More
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More
Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn More